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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,926 | $99,921+43.0% | $85,009+68.1% | $145,959-2.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.76% | 83.89%-80.1pp | 66.47%-62.7pp | 561.95%-558.2pp |
| Employer contribution / active EE | $33,138 | $3,233+925.0% | $2,728+1114.6% | $4,661+611.0% |
| Participant deferral / active EE | $33,320 | $5,293+529.5% | $4,522+636.9% | $6,689+398.2% |
| Admin fee / account holder | $848 | $7,252-88.3% | $6,153-86.2% | $13,398-93.7% |